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Senate Democrats seek records on SpaceX’s Starlink and Starshield restrictions in Ukraine

Democrats on the Senate Foreign Relations Committee have asked Elon Musk to preserve documents and communications related to SpaceX’s Starlink and Starshield services in Ukraine, including restrictions on Ukrainian access. The request cites concerns that outages or limits could expose vulnerabilities in systems relied on by Ukraine and the U.S. government.

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SpaceX, Tesla and Anthropic test the limits of corporate finance

A wave of high-profile dealmaking involving SpaceX, Tesla and Anthropic is testing the boundaries of corporate finance, with the personalities behind the companies playing a role as prominent as the scale of the transactions. The available reporting does not specify deal terms or financing structures.

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Hawkeye 360 plans to expand commercial business in 2027 as it seeks private-sector and international customers

The signals intelligence firm plans to broaden its commercial offerings next year as part of a push to diversify its customer base beyond its current mix. CEO John Serafini outlined the strategy during the company’s Nov. 12 earnings call, citing interest in private-sector and international clients.

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AST SpaceMobile tells governments they retain data control and a kill switch

As satellite companies pursue international government customers, AST SpaceMobile says its service gives those governments control over their data and the ability to disable the system. The pitch distinguishes AST from Starlink on a question governments increasingly pose to space providers with ambitions beyond their home markets.

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Payload

High activity

Drone makers attract major capital and expand production as military demand grows

Ukraine-founded UForce raised $700 million at a $6 billion valuation to expand production for Ukraine and allied customers. In France, Tekever opened a factory producing its AR3 and AR5 drones under a seven-year procurement agreement, while U.S. maker Powerus reported $130 million in signed orders and highlighted the cost gap between Patriot missiles and interceptor drones.

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